Does Voksha store customer payment information securely if we take deposits over the phone?

For HVAC Companies

On Starter and Premium, Voksha doesn't take payments or deposits at all, so card details aren't collected on those plans. Taking payments, and texting callers things like payment links, are Enterprise-only features. If your HVAC company collects deposits or payment information over the phone, for example a deposit to secure a scheduled install or a card on file for a maintenance plan, that data needs to be handled in a way that meets PCI DSS (Payment Card Industry Data Security Standard) requirements, which apply to any business that accepts, processes, or stores card payment information, regardless of whether a human or an AI system is involved in collecting it. The safer and more common practice, and the one most HVAC companies already use with human staff, is to avoid having card numbers spoken aloud and recorded as part of a general call, and instead route payment collection through a dedicated, PCI-compliant payment processor or your field service platform's built-in payment tool at time of service. With Voksha on Starter or Premium, the call captures the customer's request and your team handles the deposit afterwards through those tools. If deposit collection on the call is important to your booking flow, that's an Enterprise conversation, and it's worth reviewing during setup exactly how that step is handled so cardholder data stays out of general call transcripts and recordings. This is a genuine, applicable compliance area for HVAC companies that take phone payments or deposits, unlike some other regulatory frameworks that simply don't apply to a typical residential or commercial HVAC contractor's day-to-day call handling.